Insights for professional investors
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Insights for professional investors
Bond investors have been confronted with a seemingly impossible task since the global financial crisis: how to generate returns in times of zero interest rates? Covid-19 has made the situation even more complicated. After monetary stimulus at dizzying heights, inflation and interest rate hike risks are back on the capital markets’ agenda. How do bond investors position themselves in this environment? We discuss the topic with two bond portfolio managers from Eastspring Investments and Neuberger Berman.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
The European Central Bank (ECB) recently changed its inflation target to “close to, but below 2.0 per cent”. In this macroeconomic environment, an active and flexible investment approach for investors on a euro basis would be suitable. It would be focused on positive returns with good liquidity of the underlying securities at the same time and could thus offer investors good value enhancement opportunities.
Volatility of the Asian high yield bond market has risen in recent months, led by the market turmoil in the China high yield property sector. In this session, Tricia Wong delves into the key drivers of the current volatility and the impact on the broad Asian high yield bond market. She will also share a market outlook and how Eastspring is navigating through the current volatility.
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